- Bank of America (Fort Worth, TX)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Drips (TX)
- …problems through financial analysis. You'll contribute to long-term planning, investment decisions, and pricing strategies-ultimately influencing the direction and ... results and forecasts + Support capital allocation decisions and investment analysis + Exit readiness - Data room, data...field + 5+ years of progressive experience in FP&A, investment banking, or related finance roles + Advanced Excel… more
- Scotiabank (Houston, TX)
- …role, you will be responsible for the implementation and on-going support of our Investment Data Hub (IDH), a platform built on the Enterprise Data Management (EDM) ... + Participate in engagement with key partners and stakeholders to understand investment data and reporting requirements and participate in design, planning, testing,… more
- Lincoln Financial (Austin, TX)
- …and third-party administrator as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used to track deferred ... administration of company-owned life insurance (COLI) policies, both hedging COLI and investment COLI. * Prepare annual imputed income for split dollar policies. *… more
- Edward Jones (Dallas, TX)
- …Management Advice and Solutions (WMAS) that serves as the planning and investment consultation group supporting the delivery of financial planning services and ... implementation through investment solutions. We collaborate across WMAS to deliver personalized...with a particular focus on financial planning, portfolio construction, investment advice, and guidance on complex wealth management topics.… more
- Citigroup (Dallas, TX)
- …Business Development** + Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending + Create sales and ... + Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood **Relationship Management**… more
- Cherry Bekaert (Austin, TX)
- …, you will draw on experience in accounting and taxation to provide tax equity investment consulting services for clients. You will be a leader in a team comprised ... developers require detailed partnership tax models to value their investment . The IRA created new mechanisms to monetize renewable.... Cherry Bekaert is interested in providing tax equity investment opportunities to its current client base as well… more
- Global Foundries (Austin, TX)
- …Margin & Revenue that align to the company's growth and profitability. Support investment analysis on overall Capital and R&D portfolio for current year and ... stakeholders are aligned and creating a cohesive case to support the investment initiative. Responsible for ensuring integration into Anaplan and maintaining this… more
- Verint Systems, Inc. (Austin, TX)
- …debt including overall leadership of the cash management, debt management, and investment management functions of the organization and its affiliated entities. The ... pooling. + Prepare consolidated cash flow projections. + Establish fixed income investment positions. + Assess foreign exchange risk and implement hedge programs and… more
- Wells Fargo (Irving, TX)
- …treasury and tax management. The group also supports the company's investment portfolios, regulator interactions and production of external materials for earnings ... + Consumer Banking & Lending Finance + Wealth & Investment Management Finance + Commercial Banking Finance + Corporate...Management Finance + Commercial Banking Finance + Corporate & Investment Banking Finance + Corporate & Strategic Finance +… more